How to create a group for advanced user management

Monica Jimenez

Modified on: Fri, 10 Nov, 2017 at 4:28 PM

Groups provide a way to add large teams or many members to a project at once. For example, in the HR Organization you may have a number of people working in a Training team. If a new project has some training needs, the Training Group can be added to the project instead of the individual members.You are prompted to add available groups to a project when you create it. You may notice that there is a default group which includes all members of your organization.

Create Groups:

Click on Organizations from the left menu and double click on the organization name for which you want to create groups. Then, navigate to the Groups tab and type in the group name. Once the group is created, double-click on the group name and add a member or roles to the group.

Adding a group to a project:

Once groups are configured for your Organization, select the project to which you want to add groups, then navigate to the members tab. Here, you can type the name of the group to add to the project. Once the group is added, you can see the group members under the group name.